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AFFILIATED MANAGERS GROUP, INC.（AMG）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.6倍（$871.0M vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 10.5%，领先51.9%），IES Holdings, Inc.同比增速更快（16.2% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs 5.5%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
AMG vs IESC — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $871.0M |
| 净利润 | $347.5M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 94.4% | 11.2% |
| 净利率 | 62.4% | 10.5% |
| 营收同比 | 6.2% | 16.2% |
| 净利润同比 | 114.2% | 59.1% |
| 每股收益（稀释后） | $10.87 | $4.51 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $556.6M | $871.0M | ||
| Q3 25 | $528.0M | $897.8M | ||
| Q2 25 | $493.2M | $890.2M | ||
| Q1 25 | $496.6M | $834.0M | ||
| Q4 24 | $524.3M | $749.5M | ||
| Q3 24 | $516.4M | $775.8M | ||
| Q2 24 | $500.3M | $768.4M | ||
| Q1 24 | $499.9M | $705.7M |
| Q4 25 | $347.5M | $91.8M | ||
| Q3 25 | $212.4M | $102.3M | ||
| Q2 25 | $84.3M | $79.3M | ||
| Q1 25 | $72.4M | $72.6M | ||
| Q4 24 | $162.2M | $57.7M | ||
| Q3 24 | $123.6M | $65.5M | ||
| Q2 24 | $76.0M | $66.6M | ||
| Q1 24 | $149.8M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
| Q4 25 | 94.4% | 11.2% | ||
| Q3 25 | 68.7% | 11.6% | ||
| Q2 25 | 34.8% | 12.6% | ||
| Q1 25 | 25.5% | 11.1% | ||
| Q4 24 | 52.2% | 10.0% | ||
| Q3 24 | 42.0% | 9.7% | ||
| Q2 24 | 35.6% | 11.7% | ||
| Q1 24 | 50.8% | 11.0% |
| Q4 25 | 62.4% | 10.5% | ||
| Q3 25 | 40.2% | 11.4% | ||
| Q2 25 | 17.1% | 8.9% | ||
| Q1 25 | 14.6% | 8.7% | ||
| Q4 24 | 30.9% | 7.7% | ||
| Q3 24 | 23.9% | 8.4% | ||
| Q2 24 | 15.2% | 8.7% | ||
| Q1 24 | 30.0% | 8.0% |
| Q4 25 | $10.87 | $4.51 | ||
| Q3 25 | $6.87 | $4.99 | ||
| Q2 25 | $2.80 | $3.81 | ||
| Q1 25 | $2.20 | $3.50 | ||
| Q4 24 | $4.95 | $2.72 | ||
| Q3 24 | $3.78 | $3.06 | ||
| Q2 24 | $2.26 | $2.67 | ||
| Q1 24 | $4.14 | $2.29 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $586.0M | $258.7M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $961.1M |
| 总资产 | $9.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $258.7M | ||
| Q3 25 | $476.1M | $231.8M | ||
| Q2 25 | $361.0M | $168.3M | ||
| Q1 25 | $816.5M | $88.3M | ||
| Q4 24 | $950.0M | $112.0M | ||
| Q3 24 | $1.0B | $135.8M | ||
| Q2 24 | $865.5M | $44.9M | ||
| Q1 24 | $793.4M | $106.0M |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $3.2B | $961.1M | ||
| Q3 25 | $3.3B | $884.0M | ||
| Q2 25 | $3.2B | $781.4M | ||
| Q1 25 | $3.2B | $705.8M | ||
| Q4 24 | $3.3B | $652.4M | ||
| Q3 24 | $3.3B | $611.1M | ||
| Q2 24 | $3.3B | $567.5M | ||
| Q1 24 | $3.6B | $534.8M |
| Q4 25 | $9.2B | $1.7B | ||
| Q3 25 | $8.9B | $1.6B | ||
| Q2 25 | $8.8B | $1.5B | ||
| Q1 25 | $8.7B | $1.4B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.9B | $1.2B | ||
| Q2 24 | $8.8B | $1.2B | ||
| Q1 24 | $9.0B | $1.1B |
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $256.4M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-18.9M |
| 自由现金流率自由现金流/营收 | 45.7% | -2.2% |
| 资本支出强度资本支出/营收 | 0.3% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.74× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $175.9M |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $27.7M | ||
| Q3 25 | $277.1M | $132.0M | ||
| Q2 25 | $230.8M | $92.0M | ||
| Q1 25 | $208.9M | $24.8M | ||
| Q4 24 | $212.5M | $37.3M | ||
| Q3 24 | $265.2M | $92.8M | ||
| Q2 24 | $245.2M | $82.9M | ||
| Q1 24 | $209.2M | $33.7M |
| Q4 25 | $254.5M | $-18.9M | ||
| Q3 25 | $275.9M | $112.0M | ||
| Q2 25 | $229.4M | $74.8M | ||
| Q1 25 | $207.3M | $7.9M | ||
| Q4 24 | $211.4M | $24.1M | ||
| Q3 24 | $264.5M | $78.5M | ||
| Q2 24 | $244.6M | $65.4M | ||
| Q1 24 | $208.2M | $26.9M |
| Q4 25 | 45.7% | -2.2% | ||
| Q3 25 | 52.3% | 12.5% | ||
| Q2 25 | 46.5% | 8.4% | ||
| Q1 25 | 41.7% | 0.9% | ||
| Q4 24 | 40.3% | 3.2% | ||
| Q3 24 | 51.2% | 10.1% | ||
| Q2 24 | 48.9% | 8.5% | ||
| Q1 24 | 41.6% | 3.8% |
| Q4 25 | 0.3% | 5.3% | ||
| Q3 25 | 0.2% | 2.2% | ||
| Q2 25 | 0.3% | 1.9% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 0.2% | 1.8% | ||
| Q3 24 | 0.1% | 1.8% | ||
| Q2 24 | 0.1% | 2.3% | ||
| Q1 24 | 0.2% | 1.0% |
| Q4 25 | 0.74× | 0.30× | ||
| Q3 25 | 1.30× | 1.29× | ||
| Q2 25 | 2.74× | 1.16× | ||
| Q1 25 | 2.89× | 0.34× | ||
| Q4 24 | 1.31× | 0.65× | ||
| Q3 24 | 2.15× | 1.42× | ||
| Q2 24 | 3.23× | 1.24× | ||
| Q1 24 | 1.40× | 0.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMG
暂无分部数据
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
